See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,337 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $28,538 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,408 | $88,083-36.0% | $164,813-65.8% | $74,495-24.3% |
| Participation rate | 87.4% | 73.0%+14.3pp | 78.6%+8.8pp | 67.2%+20.2pp |
| Annual return | 88.38% | 17.26%+71.1pp | 69.93%+18.5pp | 1364.94%-1276.6pp |
| Employer contribution / active EE | $2,702 | $2,593+4.2% | $4,341-37.8% | $2,623+3.0% |
| Participant deferral / active EE | $4,273 | $4,498-5.0% | $6,031-29.2% | $4,346-1.7% |
| Admin fee / account holder | $240 | $2,234-89.2% | $12,690-98.1% | $1,942-87.6% |